Our mission at Owens Financial is to provide personal, attentive and knowledgeable financial planning advice to help you clarify goals and realize dreams.
Sometimes you need an experienced hand at the wheel.
Mitch Owens, a Certified Financial Planner, is founder and President of Owens Financial, Inc.. He has over thirty years experience as an educator, financial advisor, and investment and portfolio manager. His experience is your biggest asset in designing a financial plan that takes into account your values, goals and priorities.
As well as a thorough knowledge of domestic markets, a year spent studying international economics in London gave Mitch a global perspective on investment strategy. He has long experience trading in global markets. This dimension in financial planning is especially important in today's economy, as emerging markets are some of the fastest growing markets in the world.
Owens Financial offers a wide range of wealth management services including financial planning, portfolio management, estate and retirement planning, tax preparation and insurance planning.
We'll sit down with you and really get to know you and what your goals are. Together, we'll go over your current and long-term financial needs. That way, we can create a realistic, personalized investment strategy. Our primary commitment is to your financial success.